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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

SOURCE CAPITAL, LLC

CRD 325758

ATLANTA, GA

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Search this name across graphsid dfx:ria:0f038674-1f1a-8041-9d62-59ce3df2a62c

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 2
On other graphs: 3
Observed: Jun 27, 2024 to Mar 31, 2026
4 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Source Capital, LLC

Venture manager · shared crd

Independent Sponsorsidentity

Source Capital, LLC

Capital provider to sponsors · shared crd

Private Equityidentity

Source Capital, LLC

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $475MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $475M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 18
Advisory employees: 15
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 19
Private funds: 19Schedule D 7.B(1)
Custody, client assets: $456M
Relying advisers: 4
SEC number: 801-130796
CRD: 325758
Filings on the tape: 4
First filed: Jun 27, 2024
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, GA
Website: source-cap.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
SC ALLERGY HOLDINGS, LLC	Private Equity Fund	$56.5M	Jun 27, 2024	69	Mar 31, 2023	reported	n/a
SOURCE BLUEALLY, LLC	Private Equity Fund	$45.6M	Jun 27, 2024	61	Mar 31, 2023	reported	n/a
SC BLUEALLY II, LLC	Private Equity Fund	$29.7M	Jun 27, 2024	66	Mar 29, 2024	reported	n/a
SOURCE HOA SPV, LLC	Private Equity Fund	$27.5M	Jun 27, 2024	53	Mar 29, 2024	reported	n/a
SOURCE KB SPV, LLC	Private Equity Fund	$22.2M	Jun 27, 2024	59	Mar 31, 2023	reported	n/a
SOURCE M&M HOLDINGS, LLC	Private Equity Fund	$14.9M	Mar 31, 2023	49	Mar 31, 2023	dropped	021-308402
SC SOLAR SPV, LLC	Private Equity Fund	$12.0M	Jun 27, 2024	63	Mar 29, 2024	reported	n/a
SOURCE AMPLIFI SPV, LLC	Private Equity Fund	$10.9M	Jun 27, 2024	49	Mar 31, 2023	reported	n/a
SC RAPID PREP, LLC	Private Equity Fund	$10.3M	Jun 27, 2024	55	Mar 29, 2024	reported	n/a
DISPLAYIT HOLDCO, LLC	Private Equity Fund	$7.4M	Jun 27, 2024	42	Mar 31, 2023	reported	n/a
SOURCE AMPLIFI SPV II, LLC	Private Equity Fund	$7.1M	Jun 27, 2024	11	Mar 31, 2023	reported	n/a
SOURCE EV SPV, LLC	Private Equity Fund	$3.0M	Jun 27, 2024	20	Mar 31, 2023	reported	n/a
SCGP M&M SPV, LLC	Private Equity Fund	$2.0M	Mar 31, 2023	19	Mar 31, 2023	dropped	n/a
SCGP M&M SPV II, LLC	Private Equity Fund	$2.0M	Mar 31, 2023	19	Mar 31, 2023	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HARBIN, THOMAS, SHELOR	MANAGING PARTNER	E	yes	04/2002	Jun 27, 2024	Jun 27, 2024
LANGLEY, ROBERT, ADAM	CHIEF COMPLIANCE OFFICER	Na	yes	01/2024	Jun 27, 2024	Jun 27, 2024
STANDROD, JEREMY, LEE	CHIEF FINANCIAL OFFICER	Na	yes	07/2022	Jun 27, 2024	Jun 27, 2024
EMMONS, BENJAMIN, SPEAR	MANAGING DIRECTOR	Na	no	07/2011	Jun 27, 2024	Jun 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SOURCE CAPITAL CREDIT OPPORTUNITIES ADVISORS IV, LLC	n/a	n/a	n/a	N	yes	n/a
SOURCE CAPITAL CREDIT OPPORTUNITIES ADVISORS V, LP	n/a	n/a	n/a	N	yes	n/a
SOURCE CAPITAL CREDIT OPPORTUNITIES PARTNERS III, LLC	n/a	n/a	n/a	N	yes	n/a
SOURCE CAPITAL CREDIT OPPORTUNITIES PARTNERS IV, LLC	n/a	n/a	n/a	N	yes	n/a
SOURCE CAPITAL CREDIT OPPORTUNITIES PARTNERS V, LLC	n/a	n/a	n/a	N	yes	n/a
SOURCE CAPITAL MEZZANINE PARTNERS I, LLC	n/a	n/a	n/a	N	yes	n/a
SOURCE CAPITAL MEZZANINE PARTNERS II, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$475M	$475M	18	15	0	19	n/a
2024	Apr 1, 2025	$436M	$436M	17	14	0	16	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$475M	$436M	9.0%	n/a	n/a	18	17	0	0

Relationships

Advises (14)

→ SOURCE HOA SPV, LLCPrivate fundPrivate Equity Fund, ERA
Mar 29, 2024 to presentfactForm ADV
→ SOURCE AMPLIFI SPV, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ SC RAPID PREP, LLCPrivate fundPrivate Equity Fund, ERA
Mar 29, 2024 to presentfactForm ADV
→ SC SOLAR SPV, LLCPrivate fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ SC BLUEALLY II, LLCPrivate fundPrivate Equity Fund, ERA
Mar 29, 2024 to presentfactForm ADV
→ SC ALLERGY HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ DISPLAYIT HOLDCO, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ SOURCE AMPLIFI SPV II, LLCPrivate fundPrivate Equity Fund, ERA
Mar 31, 2023 to presentfactForm ADV
→ SOURCE EV SPV, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ SOURCE KB SPV, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ SOURCE BLUEALLY, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ SOURCE M&M HOLDINGS, LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 31, 2023 to Mar 31, 2023factForm ADV
→ SCGP M&M SPV, LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 31, 2023 to Mar 31, 2023factForm ADV
→ SCGP M&M SPV II, LLCPrivate fundPrivate Equity Fund, ERA, no longer reported
Mar 31, 2023 to Mar 31, 2023factForm ADV

Controls (3)

← HARBIN, THOMAS, SHELOROwnerMANAGING PARTNER, ownership code E, individual
Jun 27, 2024 to Jun 27, 2024factForm ADV
← STANDROD, JEREMY, LEEOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jun 27, 2024 to Jun 27, 2024factForm ADV
← LANGLEY, ROBERT, ADAMOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 27, 2024 to Jun 27, 2024factForm ADV

Owns (1)

← EMMONS, BENJAMIN, SPEAROwnerMANAGING DIRECTOR, ownership code NA, individual
Jun 27, 2024 to Jun 27, 2024factForm ADV

Dated events

Occurred
Jan 9, 2025
Regulatory AUM changed
Source Capital, Llc reported RAUM $425.2M, up 49% from $285.1M (2024-06-27 to 2025-01-09)
Form ADVobserved 6 days ago
$140M
Occurred
Jun 27, 2024
First Form ADV filing
Source Capital, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0f038674-1f1a-8041-9d62-59ce3df2a62c
First observed: Jun 27, 2024
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SOURCE CAPITAL, LLC

CRD 325758

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0f038674-1f1a-8041-9d62-59ce3df2a62c

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:04 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SC ALLERGY HOLDINGS, LLC

Private Equity Fund

$56.5M

Jun 27, 2024

Mar 31, 2023

reported

n/a

SOURCE BLUEALLY, LLC

Private Equity Fund

$45.6M

Jun 27, 2024

Mar 31, 2023

reported

n/a

SC BLUEALLY II, LLC

Private Equity Fund

$29.7M

Jun 27, 2024

Mar 29, 2024

reported

n/a

SOURCE HOA SPV, LLC

Private Equity Fund

$27.5M

Jun 27, 2024

Mar 29, 2024

reported

n/a

SOURCE KB SPV, LLC

Private Equity Fund

$22.2M

Jun 27, 2024

Mar 31, 2023

reported

n/a

SOURCE M&M HOLDINGS, LLC

Private Equity Fund

$14.9M

Mar 31, 2023

dropped

021-308402

SC SOLAR SPV, LLC

Private Equity Fund

$12.0M

Jun 27, 2024

Mar 29, 2024

reported

n/a

SOURCE AMPLIFI SPV, LLC

Private Equity Fund

$10.9M

Jun 27, 2024

Mar 31, 2023

reported

n/a

SC RAPID PREP, LLC

Private Equity Fund

$10.3M

Jun 27, 2024

Mar 29, 2024

reported

n/a

DISPLAYIT HOLDCO, LLC

Private Equity Fund

$7.4M

Jun 27, 2024

Mar 31, 2023

reported

n/a

SOURCE AMPLIFI SPV II, LLC

Private Equity Fund

$7.1M

Jun 27, 2024

Mar 31, 2023

reported

n/a

SOURCE EV SPV, LLC

Private Equity Fund

$3.0M

Jun 27, 2024

Mar 31, 2023

reported

n/a

SCGP M&M SPV, LLC

Private Equity Fund

$2.0M

Mar 31, 2023

dropped

n/a

SCGP M&M SPV II, LLC

Private Equity Fund

$2.0M

Mar 31, 2023

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HARBIN, THOMAS, SHELOR

MANAGING PARTNER

yes

04/2002

Jun 27, 2024

LANGLEY, ROBERT, ADAM

CHIEF COMPLIANCE OFFICER

yes

01/2024

Jun 27, 2024

STANDROD, JEREMY, LEE

CHIEF FINANCIAL OFFICER

yes

07/2022

Jun 27, 2024

EMMONS, BENJAMIN, SPEAR

MANAGING DIRECTOR

07/2011

Jun 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SOURCE CAPITAL CREDIT OPPORTUNITIES ADVISORS IV, LLC

n/a

yes

n/a

SOURCE CAPITAL CREDIT OPPORTUNITIES ADVISORS V, LP

n/a

yes

n/a

SOURCE CAPITAL CREDIT OPPORTUNITIES PARTNERS III, LLC

n/a

yes

n/a

SOURCE CAPITAL CREDIT OPPORTUNITIES PARTNERS IV, LLC

n/a

yes

n/a

SOURCE CAPITAL CREDIT OPPORTUNITIES PARTNERS V, LLC

n/a

yes

n/a

SOURCE CAPITAL MEZZANINE PARTNERS I, LLC

n/a

yes

n/a

SOURCE CAPITAL MEZZANINE PARTNERS II, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$475M

n/a

2024

Apr 1, 2025

$436M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$475M

$436M

9.0%

n/a